Capital Advisors, Ltd.

"The first step in successful legacy planning is to involve the second generation as soon as possible; the more they know about their parents' financial plan, the more successful the transition will be."

Nate Creviston, CFP®, ChFC®, RICP® discusses the steps needed in order to ensure a successful transition of wealth with Retirement News.

How Do You Approach the Topic of Legacy Planning? - Retirement News New Q&A article featuring expert insights on Retirement News: How Do You Approach the Topic of Legacy Planning?

"We use a few metrics to help define a client's risk tolerance, but the main method we use is open conversation. We believe a lot is missed if the client is only filling out a questionnaire that puts them into one of five categories"

Nate Creviston, CFP®, ChFC®, RICP® discusses risk tolerance & risk capacity with Investopedia.

What Is Your Client's Willingness and Ability to Take Risk? You can't develop a suitable portfolio without considering your clients' capacity for taking on risk.

"The time horizon for a retiree is still 20-30-plus years."

Nate Creviston, CFP®, ChFC®, RICP® discusses the importance of proper asset allocation for retirees with Yahoo Finance.

Nate Creviston Discusses Retiree Asset Allocation During a High Interest Rate Environment Dylan Croll September 24, 2023 Retirement Investors are finally getting good returns from the "safest assets in the world" For a long time, cash had so little returns that baby boomers...